SUJATA MUKHERJEE
Frisco,TX
Summary
Results-oriented professional with strong Banking, insurance and mortgage industry skills and a proven record of success in quality-driven support roles. Capable project manager: a self-starter who is well equipped to manage and prioritize the competing demands of multiple projects. Proven relationship manager who is successful in establishing rapport and working with people at all levels.
Respected team player known for bringing a sense of pride and ownership to all tasks and projects.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Virtual Banking Assistant II
JPMorgan Chase
Plano, TX
01.2023 - Current
- Delivers an exceptional customer experience by acting with a customer-first attitude
- Manages assigned customers and proactively meets with them, over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations
- Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships
- Influences, educates, and connects customers to technology
- Possesses initiative and knowledge to provide financial options for customers using a consultative approach
- Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together
- Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Lead Mortgage Loan Processor
Prime Choice Lending
Frisco, TX
05.2020 - 11.2022
- Mortgage Loan Processor with advanced knowledge of all facets of loan processing, client relationship development, project management and technical support
- Skilled in collaborating with all members of an organization to achieve organizational goals and objectives
- Instrumental in streamlining and improving processes, enhancing productivity, and implementing solutions.
- Effective oral and written communication skills to ensure a smooth flow of information between the mortgage officer and the underwriter
- Organizational skills to ensure mortgage files and closing documents are complete and simple to use
- Multitasking skills to keep track of multiple loan applicants’ information at one time
- Knowledge of mortgage financing to seek supporting information for applications and preparing documents
- Understanding of banking and finance regulations needed to ensure compliance with federal and state laws
- Analytical skills to evaluate credit histories and spot potential errors
- Computer skills to use e-mail, spreadsheets, underwriting software, customer relationship management programs and other software
- Time management skills to comply with all deadlines
Customer Service Representative
The Home Depot
Plano, TX
10.2018 - 12.2018
- Answered customers’ questions and addressed problems and complaints via phone
- Helped customers to select products that best fit their personal needs
- Educated customers on products and service offerings
- Maintained knowledge on ongoing market and product trends to effectively answer customer questions.
Customer Service Representative
INSURANCE WORLD AGENCY
Chicago, IL
10.2013 - 10.2014
- Responded to inbound customer calls regarding personal lines policies, built rapport with customers, and reviewed customer issues, escalating to appropriate team when necessary
- Processed policyholder transactions accurately and within established time standards
- Interpreted contracts based on knowledge of personal auto insurance products.
Education
Master's Literature -
Burdwan University
06.2010
Skills
- Team Collaboration
- Detail Oriented
- Customer Relationship Management
- Team Leadership
- Project Management
- Documentation and Reporting
- Relationship Building
- Customer Service
- Business Development
- Analytical Thinking
Certification
Personal lines property and casualty, 2567820, 03/01/22
Accomplishments
- Gold Medalist in master’s degree, 2010
- Most Improved Banker Team Zareen, May 2023
- Top Banker in Referrals, September, 2023
Timeline
Virtual Banking Assistant II
JPMorgan Chase
01.2023 - Current
Lead Mortgage Loan Processor
Prime Choice Lending
05.2020 - 11.2022
Customer Service Representative
The Home Depot
10.2018 - 12.2018
Customer Service Representative
INSURANCE WORLD AGENCY
10.2013 - 10.2014
Master's Literature -
Burdwan University